Reading Time: 6 minutes How many ideas are you exposed to each year – dozens certainly. Hundreds? Maybe even thousands. But how many do you really remember once you’ve left the room or closed the phone? let alone a week or month later. But some ideas do stick. They burrow into your brain somehow and manage to take up … More Ideas that stuck 2023
Reading Time: 6 minutes It’s all anyone’s talking about right now as the dust settles on the chancellor’s Mansion House speech… I want to try and challenge three of the accepted wisdoms here: – That the U.K. pensions system is a big and significant investment force – That private markets make for great investments and – That channeling U.K. … More Investing for Growth in the UK
Reading Time: 5 minutes Tl;dr Can your podcast app be more valuable than an MBA? It might. I’ve done the hard work so you don’t have to. Follow these 8 things to cut through the noise and get incredible access to knowledge & thinking to supercharge your investment career. Recently joined the investment industry? Congrats and welcome, you’re going … More New to the investment industry? Eight things you must follow 2022 edition
Reading Time: 3 minutes Here’s a few of my top recent highlights for you, a few that are on the go, and a few I’m lining up for that summertime reading list. The Bond King (Mary Childs). Exhilarating, pacy and balanced romp through the weird and wonderful world of Bill Gross and PIMCO from the 70’s to the present … More So, what are we reading this summer?
Reading Time: 8 minutes Derek Thompson’s “Everything’s terrible but I’m fine” Atlantic piece (link here) certainly seemed to catch a moment. Doomism, and bleak/nihilistic outlooks have been a growing theme for a while (forever, some might say), but objectively in 2022 there IS a lot of bad sh*t in the world to get down about. Jon Clifton, head of … More The Case for Optimism: 6 reasons
Reading Time: 2 minutes War, climate change, pandemics, inflation, rising interest rates First published in LCP’s investment magazine – VISTA Original version available at lcp.foleon.com The job of investing involves reckoning with a huge amount of uncertainty and intersecting trends while making good decisions, screening out noise and resisting the temptation to overreact. That is, of course, easier said … More Turning points in uncharted territory
Reading Time: 5 minutes Getting comfortable with failure leads to better goals, helps you learn what works and moves away from a fixed mindset. I love new year’s. At a pinch I might even choose New Year over Christmas and all its forced consumerism. New Year is a chance to reset, refresh, reflect – looking both backwards and forwards. … More Why it’s great to fail your new year’s resolutions
Reading Time: < 1 minute Thank you all for following along during this most strangest of years! One that brought us meme-stonks, the meaning of transitory and more pledges, commitments and targets than you could shake a stick at. I’ve posted less articles than usual this year but I’ll put that down to some big events: Leo turning one and … More Most read of 2021
Reading Time: 8 minutes Why Net Zero is the new investment target of choice as asset owners think more about climate, externalities and sustainability … More Your New Investment Target: Zero (Net Zero)
Reading Time: 3 minutes Looking at individual stocks gets wild … It might surprise you that the following stocks have all yet to surpass their March-2000 dot-com era highs (at the time of writing. Admittedly 2 are getting close): Intel Cisco Pfizer AT&T General Electric It gets even weirder when you focus in on Cisco – despite being in … More Five surprising stocks in a 20-year bear market
